Not Able to Create an Employee for New Business Group

I am doing Setup for AP and AR. I have completed the setups and while testing everything was working fine except Expense report.

The problem in expense report is I was able to create and expense report and save it and when query for it it does not fetch any data. The record saves properly in the database.

So I check for the cause of the Issue and I found out the Employees I was using for testing is of another business group. So when I tried to create a new employee in HRMS, I was able to create an employee and save it but while assigning a Organization to the Employee it shows the 'Setup Business group' org only not my Organisation. So I could not be able to create an employee.

I have created HR Organisation also. If I attach the security profile as of My Business group it shows my Organisation in the Form but the 'Action' and Person Type options are empty could not select any values from it.

I have assigned the Security profile to my business group in Responsibility level.
As I said now I am getting my Business group in the assignment but, many other fields are having no values, and these fields are mandatory to complete the creating of an employee (Fields Like Person Type, Action In Employee creation window).

I have defined the Security profile with 'View all organisation' security type.

Can you check hr business group system profile option which should be set up to your hr business group till then it will default to set up business group.
Responsibility system administrator
Profiles - system
Use above navigation and set up HR Business group profile.

I have assigned the HR:Business Group and the Hr:Security Profile to the BG, but the problem is after assigning this profile value the values in the create employee form is not working. There are no values to this LOV's, so I was not able to save a record without entering these values. I am new to HRMS can you suggest, do I have to do any setup for this before proceeding to create an employee.

Hope you are working on a test instance. After assigning hr business group profile can you repeat all set ups that you did before. Or list the set ups I can help you in identifying them. As per my understanding you should be able to create employee with out any issues. Please specify which lov is not giving values.

I am working on the test Instance. In HRMS I wanted to create an Employee only, Only then I will be able to create an Expense report for that employee In Payables. So coming to the point I will illustrate my problem Below.

The Following are the steps I used to create an employee:

India HRMS Manager > People > Enter and Maintain > New Employee>

In this form The fields Like Name, Action, Person type, Date of birth, Country..etc are mandatory. I could able to give values to all the fields except for the Action field which is a LOv, In that I could not find any values. So when ever I try to save it asks for a value in that field.

I also tried to using Template, In that the Person Type field is Mandatory, When I try to create Person type(which should be available by default, is not showing any value when I assign the security profile to my BG) It shows error.

I am working on the test Instance. In HRMS I wanted to create an Employee only, Only then I will be able to create an Expense report for that employee In Payables. So coming to the point I will illustrate my problem Below.

The Following are the steps I used to create an employee:

India HRMS Manager > People > Enter and Maintain > New Employee>

In this form The fields Like Name, Action, Person type, Date of birth, Country..etc are mandatory. I could able to give values to all the fields except for the Action field which is a LOv, In that I could not find any values. So when ever I try to save it asks for a value in that field.

I also tried to using Template, In that the Person Type field is Mandatory, When I try to create Person type(which should be available by default, is not showing any value when I assign the security profile to my BG) It shows error.

Hi Murali
So when you are using HR:business group as set up business group you could create an employee and when you did your own business group you could not do it.
Along with business group have you done the setups for ledger and associating ledger to business group etc via actions button in organization definition form? If not can you do it and retry creating employee.
In the lov you should see options like create employment etc. Values.
Please check and confirm.

Business Group -- Define a business group and set the profile options (at site level) before doing any further setups.

Profile HR: User type set to User.

Once you set the profile options like HR:Business Group (other Business Group profiles as well), return to organization form -- setup Legal entity --- Business group will automatically link to the Legal entity if you use the responsibility with the profile option.

Define Ledger set up using GL responsibility

Define Operating unit -- Link Ledger and legal entity.

Now come to AP and AR setup's --

I am not sure which one is creating an issue for you, if you did all the above. Creating employee should not have an issue.

By the way, what is your real objective? If creating expense report is your objective why you started configuring AP and AR modules. Please review above and let us know what your objective is and where you got stuck.

I have completed all the setups as mentioned by you but the thing is I have not set the Business group in the Profile option in Site level, I have defined it in Responsibility level. Because there is another business group using the same instance, that business group is assigned to the Site level.

My main objective is to do AP and AR setups. And I have also completed the setups, and I tried to test the Expense report in AP, I was able create and save the Expense report and the data is getting saved in the database. But when I query it is not fetching any data. So my technical person said that the employee you have selected for the expense report is of another business group and the business group mentioned in the Financial option is different, that is why it is not fetching any data. That is why I am trying to create an employee in hrms for my BG.

If you set business group profile at responsibility level you have to do same for all responsibilities that you are using. Have you done for all responsibilities?
Question: why don't you test the expense report using existing BG to get familiarity about the process instead of going this route of defining everything?

No I have not set the business group for all the responsibility. I am using AP,AR,INV,GL,HRMS Responsibility. Should I give this profile option for all the all the responsibility.

Ans: No I could not do it with the existing BG, and one more thing only for the testing purpose we are using this instance where we have two BG, In Prod we will have a new fresh instance. so I have to provide the client the passed test cases based on the functions they are using.

As I told you initially I tried to create expense report with the existing BG only but I could save the record but could not retrieve it but querying.

Unless you set BG profile for all responsibilities other responsibilities will be pointing to some other BG. Can you follow the setups sequence that I suggested below and make sure u set BG profile for all responsibilities.
Let us know your findings.

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